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Berkshire Hathaway Class B

2,614 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 1,053 increasing their positions, 1,120 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 126

4% more call options, than puts

Call options by funds: $3.49B | Put options by funds: $3.35B

1% less funds holding

Funds holding: 2,6312,614 (-17)

3% less capital invested

Capital invested by funds: $173B → $167B (-$6.02B)

6% less repeat investments, than reductions

Existing positions increased: 1,053 | Existing positions reduced: 1,120

2.69% less ownership

Funds ownership: 69.9%67.22% (-2.7%)

21% less funds holding in top 10

Funds holding in top 10: 529419 (-110)

Holders
2,614
Holders Change
-17
Holders Change %
-0.65%
% of All Funds
53.6%
Holding in Top 10
419
Holding in Top 10 Change
-110
Holding in Top 10 Change %
-20.79%
% of All Funds
8.59%
New
137
Increased
1,053
Reduced
1,120
Closed
126
Calls
$3.49B
Puts
$3.35B
Net Calls
+$138M
Net Calls Change
-$897M
Name Holding Trade Value Shares
Change
Change in
Stake
FFC
1376
Fure Financial Corporation
Minnesota
$1.98M +$48.4K +265 +2%
SM
1377
SG3 Management
Puerto Rico
$1.98M +$2.03M +11,100 New
SMG
1378
Spectrum Management Group
Indiana
$1.98M -$557K -3,049 -22%
RCA
1379
Resonant Capital Advisors
Wisconsin
$1.98M -$498K -2,726 -20%
MS
1380
Madden Securities
Texas
$1.98M +$2.02M +11,081 New
MA
1381
MONECO Advisors
Connecticut
$1.97M -$37.1K -203 -2%
ERIM
1382
Eagle Ridge Investment Management
Connecticut
$1.97M
BM
1383
Bislett Management
California
$1.96M
EWM
1384
Empirical Wealth Management
Washington
$1.96M +$599K +3,280 +42%
Cetera Investment Advisers
1385
Cetera Investment Advisers
Illinois
$1.96M +$482K +2,642 +32%
FC
1386
Forte Capital
New York
$1.96M +$2M +10,976 New
WAP
1387
Wealthcare Advisory Partners
Pennsylvania
$1.96M +$602K +3,298 +43%
KC
1388
Kingfisher Capital
North Carolina
$1.95M +$14.2K +78 +0.7%
RFWA
1389
RPg Family Wealth Advisory
Massachusetts
$1.95M -$3.43M -18,793 -63%
SAMC
1390
Spectrum Asset Management (California)
California
$1.95M -$68.5K -375 -3%
CFG
1391
Citizens Financial Group
Rhode Island
$1.94M -$177K -968 -8%
CWM
1392
Cornerstone Wealth Management
Missouri
$1.94M -$267K -1,463 -12%
MWA
1393
Meridian Wealth Advisors
Texas
$1.93M +$41.1K +225 +2%
STA
1394
Summit Trail Advisors
New York
$1.93M +$1.97M +10,806 New
AIIMS
1395
Analyst IMS Investment Management Services
Israel
$1.92M -$1.44M -7,899 -42%
IAIM
1396
International Assets Investment Management
Florida
$1.91M -$329K -1,799 -14%
RWM
1397
RKL Wealth Management
Pennsylvania
$1.91M -$60.8K -333 -3%
FCCM
1398
First City Capital Management
Georgia
$1.91M -$6.76K -37 -0.3%
TNBTD
1399
Trustmark National Bank Trust Department
Mississippi
$1.9M -$673K -3,686 -26%
FPCP
1400
Fort Point Capital Partners
California
$1.9M +$7.67K +42 +0.4%

BRK.B Hedge Fund Activity: Q2 2020 in Review

2,614 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2020, worth a combined $167B — down 3.5% from $173B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new BRK.B positions and 126 closed out — a net gain of 11 holders — while 1,053 added to existing stakes and 1,120 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.32B. The largest seller was Osaic Holdings, cutting an estimated $3.83B.

  • 2,614 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2020, down from 2,631 in Q1 2020.
  • Funds reported $167B of Berkshire Hathaway Class B stock for Q2 2020, down 3.5% quarter-over-quarter.
  • 137 funds opened new Berkshire Hathaway Class B positions in Q2 2020 and 126 closed out, a net change of +11 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2020 was Capital World Investors, an estimated $1.32B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2020 was Osaic Holdings, an estimated $3.83B sold.

Based on aggregated 13F filings for Q2 2020.